William Allan Corp Has $7.79 Million Position in Walmart Inc. $WMT

William Allan Corp lessened its stake in Walmart Inc. (NASDAQ:WMT) by 7.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 69,922 shares of the retailer’s stock after selling 5,496 shares during the quarter. Walmart comprises about 4.4% of William Allan Corp’s investment portfolio, making the stock its 5th largest holding. William Allan Corp’s holdings in Walmart were worth $7,790,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Entrust Financial LLC bought a new stake in Walmart in the fourth quarter valued at about $27,000. Redmont Wealth Advisors LLC bought a new stake in Walmart in the third quarter valued at about $30,000. Beacon Financial Strategies CORP bought a new stake in Walmart in the fourth quarter valued at about $30,000. Bay Harbor Wealth Management LLC increased its holdings in Walmart by 57.4% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC increased its holdings in Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart is expanding Wing drone delivery to seven new U.S. metro areas, with service expected to reach more than 270 stores and potentially over 40 million Americans by next year. The move reinforces Walmart’s last-mile advantage and could improve delivery speed and customer convenience. Walmart Expands Wing Drone Delivery As Last Mile Story Takes Flight
• Positive Sentiment: Walmart introduced a new Prepaid Consolidation service aimed at making its supply chain more efficient, which should help suppliers move goods faster and support the company’s everyday-low-price strategy. Lower logistics friction can be a margin tailwind over time. Walmart Inc. (WMT) Focused on Enhancing Supply Chain Efficiency with New Service
• Positive Sentiment: Walmart’s head of growth said AI is reshaping its advertising strategy, suggesting the retailer sees more room to monetize its platform through higher-value digital ads. That could support revenue growth beyond core retail. Walmart’s head of growth says AI is rewriting the rules for its fast-growing ads business
• Positive Sentiment: Reports that Walmart’s AI-powered warehouses are reducing the time needed for workers to unload trucks point to continued automation gains in the distribution network, which may improve efficiency and labor productivity. Walmart’s AI-powered warehouses are slashing the time it takes store employees to unload trucks
• Neutral Sentiment: Walmart presented at Evercore’s consumer and retail conference, but no major new financial guidance or transformational update was highlighted in the article. Walmart Inc. (WMT) Presents at The 6th Annual Evercore Consumer & Retail Conference Transcript
• Neutral Sentiment: Analyst commentary appears mixed on Walmart alongside other consumer staples names, suggesting sentiment is not universally bullish despite the company’s operational progress. Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Walmart (WMT), Campbell Soup (CPB) and JM Smucker (SJM)

Insider Activity at Walmart

In related news, CEO John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the completion of the transaction, the chief executive officer directly owned 687,287 shares of the company’s stock, valued at approximately $83,821,522.52. This represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Daniel J. Bartlett sold 1,335 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $124.63, for a total value of $166,381.05. Following the transaction, the executive vice president directly owned 636,843 shares of the company’s stock, valued at $79,369,743.09. This trade represents a 0.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 117,008 shares of company stock valued at $14,492,704 over the last ninety days. Company insiders own 0.09% of the company’s stock.

Walmart Stock Down 0.1%

WMT stock opened at $120.50 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23. The stock has a market capitalization of $958.95 billion, a P/E ratio of 42.28, a P/E/G ratio of 4.50 and a beta of 0.59. The business has a 50-day moving average of $125.36 and a 200-day moving average of $121.66. Walmart Inc. has a fifty-two week low of $93.43 and a fifty-two week high of $135.15.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.Walmart’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, sell-side analysts anticipate that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. Evercore reiterated an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Telsey Advisory Group increased their price target on Walmart from $135.00 to $140.00 and gave the stock an “outperform” rating in a report on Friday, February 20th. UBS Group set a $141.00 price target on Walmart and gave the stock a “buy” rating in a report on Friday, May 22nd. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. Finally, Craig Hallum set a $150.00 price target on Walmart in a report on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $138.85.

Walmart Profile

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.